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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,721 | $46,688-32.1% | $189,758-83.3% | $69,733-54.5% |
| Participation rate | 41.8% | 61.7%-19.9pp | 79.8%-38.0pp | 62.5%-20.6pp |
| Annual return | 8.87% | 14.35%-5.5pp | 52.62%-43.7pp | 15.22%-6.3pp |
| Employer contribution / active EE | $758 | $1,695-55.3% | $4,767-84.1% | $2,250-66.3% |
| Participant deferral / active EE | $883 | $2,143-58.8% | $5,856-84.9% | $3,054-71.1% |
| Admin fee / account holder | $9,798 | $1,700+476.2% | $20,388-51.9% | $3,102+215.9% |